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iShares Core MSCI EAFE ETF

950 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $480K

45% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 307

24% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 63

2% more funds holding in top 10

Funds holding in top 10: 205209 (+4)

1% more funds holding

Funds holding: 943950 (+7)

0.09% more ownership

Funds ownership: 80.76%80.85% (+0.09%)

1% less capital invested

Capital invested by funds: $53B → $52.7B (-$336M)

Holders
950
Holders Change
+7
Holders Change %
+0.74%
% of All Funds
20.83%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.58%
New
78
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.67M +$1.26M +20,849 +20%
ONB
277
Old National Bancorp
Indiana
$7.62M +$212K +3,507 +3%
SHJ
278
Sharkey, Howes & Javer
Colorado
$7.57M +$983K +16,289 +15%
JT
279
Jump Trading
Illinois
$7.57M +$5.66M +93,855 +312%
SXL
280
Summit X LLC
Missouri
$7.57M +$267K +4,416 +4%
CIA
281
Choate Investment Advisors
Massachusetts
$7.46M -$37.4K -620 -0.5%
PA
282
Planning Alternatives
Michigan
$7.43M -$44.2K -733 -0.6%
IA
283
IFP Advisors
Florida
$7.42M +$7.36M +121,865 New
IFAM
284
Institutional & Family Asset Management
Colorado
$7.4M +$1.44M +23,801 +24%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.34M -$794K -13,149 -10%
WB
286
Webster Bank
Connecticut
$7.34M +$1.03M +17,064 +17%
MPW
287
MA Private Wealth
California
$7.17M +$934K +15,470 +15%
CMO
288
Covenant Multifamily Offices
Texas
$7.06M +$1.6M +26,457 +30%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$7.01M -$158K -2,621 -2%
GWM
290
Geneos Wealth Management
Colorado
$7M +$22.5K +372 +0.3%
CTA
291
Colonial Trust Advisors
South Carolina
$6.99M -$840K -13,916 -11%
CJA
292
C-J Advisory
California
$6.98M +$99.4K +1,646 +1%
NCM
293
Next Capital Management
New York
$6.93M -$219K -3,622 -3%
HIM
294
Hanlon Investment Management
New Jersey
$6.86M -$8.04M -133,220 -54%
IWMA
295
Ironwood Wealth Management (Arizona)
Arizona
$6.85M +$259K +4,294 +4%
FC
296
Ferris Capital
Massachusetts
$6.77M
SHWM
297
Smith & Howard Wealth Management
Georgia
$6.76M +$1.87M +30,920 +39%
TIM
298
Tortoise Investment Management
New York
$6.76M -$1.4M -23,266 -17%
BWM
299
Brickley Wealth Management
California
$6.71M -$155K -2,560 -2%
CCM
300
Condor Capital Management
New Jersey
$6.71M +$134K +2,214 +2%

IEFA Hedge Fund Activity: Q3 2019 in Review

950 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2019, worth a combined $52.7B — down 0.63% from $53B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 63 closed out — a net gain of 15 holders — while 445 added to existing stakes and 307 trimmed.

The largest buyer was UBS Group, adding an estimated $280M. The largest seller was Susquehanna International Group, cutting an estimated $556M.

  • 950 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2019, up from 943 in Q2 2019.
  • Funds reported $52.7B of iShares Core MSCI EAFE ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2019 and 63 closed out, a net change of +15 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2019 was UBS Group, an estimated $280M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2019 was Susquehanna International Group, an estimated $556M sold.

Based on aggregated 13F filings for Q3 2019.